Matching slides 41,127
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Slide 1
This is a formal SEC filing cover page (Rule 425).Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Allergan, Inc. (AGN)Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The chart highlights the correlation between CEO tenure/acquisitions and stock performance.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The table highlights the performance of 'Total Product Sales' across different periods.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a table to contrast GAAP accounting practices with the author's economic view of the company's performance.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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The slide highlights that the analyst's 6-8% growth estimate is a slight discount to management's own projections.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
81
The slide outlines the assumptions (10% discount rate, 10-year life, 0-5% growth) and presents a sensitivity table for DCF multiples.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
82
The table uses a weighted average approach based on earnings contribution to derive the base business multiple.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
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Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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This slide is from an activist presentation (likely Bill Ackman's Pershing Square presentation) critiquing Herbalife's growth claims.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a screenshot of a marketing document to expose a potential contradiction or misleading claim regarding institutional endorsement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a matrix structure to contrast two distributor categories across three dimensions: Retail Profit, Recruiting Profit, and Minimum Volume Requirement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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Uses an inverted pyramid for compensation and a standard pyramid for distributor distribution to visually emphasize the disparity.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
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The slide uses a calculation of new members vs new distributors to debunk marketing claims about success rates.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
195
Uses a visual metaphor of distance to illustrate the difficulty of reaching the top of the pyramid.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
199
Herbalife, Ltd. (HLF)Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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Uses the Great Seal of the United States pyramid as a visual metaphor for market saturation.Herbalife, Ltd. (HLF) · William Ackman
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Includes a screenshot of a testimonial page from 'Herbalife Today' (January 2000) as evidence.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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Slide 220 from an activist deck, citing specific FTC reports and regulatory guidance.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a mapping technique to link summary bullet points on the left to specific excerpts from the 'Sales & Marketing Plan and Business Rules' manual on the right.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a red dashed circle to draw attention to the specific 'Purpose of an NC' section in the provided document snippet.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
01
Slide 1
Includes legal citation for pyramid scheme precedent (In re Koscot Interplanetary, Inc.).Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor 1 hit
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Page number 14 included in footer.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor 1 hit
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EPS dilution assumes $50/share; excludes real estate, other, qualified pension expense, $230mm interest expense, and 37% tax rate.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The chart uses a waterfall structure to show how incremental operational improvements (cost saves, sales lift, margin expansion) build up to a higher EPS, which is then multiplied by a valuation multiple to derive a stock price.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The table models financial performance (EBIT, EPS, Share Price) across three scenarios of sales per square foot ($250, $300, $350).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
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The chart uses a bar-vertical format to visualize ordinal ranking data.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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The slide uses a 'bridge' logic to show the path from current performance to a target EPS.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The chart highlights P&G in a lighter blue color compared to the darker blue used for peers.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps1 hit